SCHWAB STRATEGIC TR's ticker is FNDC and the CUSIP is 808524748. A total of 181 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 30.00 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2022 | $2,813 | +181.3% | 90 | +164.7% | 0.00% | – |
Q4 2021 | $1,000 | -93.3% | 34 | -91.1% | 0.00% | -100.0% |
Q3 2021 | $15,000 | -6.2% | 381 | -17.4% | 0.00% | 0.0% |
Q4 2020 | $16,000 | +14.3% | 461 | -11.7% | 0.00% | 0.0% |
Q2 2020 | $14,000 | 0.0% | 522 | +24.3% | 0.00% | 0.0% |
Q4 2019 | $14,000 | +366.7% | 420 | +333.0% | 0.00% | +100.0% |
Q2 2019 | $3,000 | 0.0% | 97 | 0.0% | 0.00% | 0.0% |
Q1 2019 | $3,000 | 0.0% | 97 | 0.0% | 0.00% | 0.0% |
Q4 2018 | $3,000 | 0.0% | 97 | 0.0% | 0.00% | 0.0% |
Q3 2018 | $3,000 | 0.0% | 97 | 0.0% | 0.00% | 0.0% |
Q2 2018 | $3,000 | – | 97 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Resource Planning Group | 180,175 | $5,790,823 | 4.91% |
Prairiewood Capital, LLC | 182,152 | $5,854,370 | 3.80% |
RF&L WEALTH MANAGEMENT, LLC | 96,452 | $3,099,967 | 2.88% |
Charles Schwab Investment Advisory, Inc. | 55,089,039 | $1,770,561,720 | 2.80% |
Wade Financial Advisory, Inc | 180,158 | $5,790,274 | 2.48% |
COLLECTIVE FAMILY OFFICE LLC | 188,111 | $6,045,888 | 2.36% |
Shilanski & Associates, Inc. | 147,426 | $4,738,278 | 1.93% |
Shore Point Advisors, LLC | 75,255 | $2,418,705 | 1.75% |
Cherry Tree Wealth Management, LLC | 167,505 | $5,383,600 | 1.58% |
Opes Wealth Management LLC | 160,120 | $5,146,280 | 1.43% |